Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Childress has been in the financial industry since April 16, 1979. Charles is registered as a Broker and Investment Advisor Representative. Charles is currently associated with LPL Financial LLC. Charles has passed the Series 1, 6, 63, 22, 24, 62, and 65 exams. Charles is currently registered in 26 states. Charles also has an active business license in Illinois. Charles' previous employer was Waddell & Reed, Inc. and was active in the financial industry as a broker since 1979.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
07/21/2021 - Present
LPL Financial LLC (MATTESON IL)
IL
04/17/1979 - 07/21/2021
WADDELL & REED (MATTESON IL)
IA
Issued 01/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/09/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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